Call notes that write themselves.

You hang up, and you've still got to write it all up. CallNote does that for you. It takes the transcript your phone or meeting system already made and turns it into a finished file note in under two minutes, so you get roughly ten minutes back on every call.

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14-day free trialNo credit card requiredAustralian data residency

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Good morning, Sarah.

3 new notes waiting from this morning's calls.

+ New note

Time back this month

0 min

86 notes your team didn't have to write up by hand.

62 hrs

back since you started

372

notes written for you

Based on about 10 minutes to write a note up by hand.

Notes today

Generated today

Not opened

Waiting for you

Opened

369

Opened by the author

All notes

372

In your library

Recent notes

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Refinance with offset account

Michael Nguyen

Refinance reviewNew

First home purchase, 5% deposit

Jamie Smith

NCCP noteNew

Investment loan structure

Sophie Bennett

Discovery callOpened

Business loan options

Olivia Thompson

General callOpened

Quick actions

Generate note

From a transcript or recording

Find a past note

Search 372 notes

Notes by status (30d)

Opened83

Not opened3

Pushed to your CRM

Supported connections and PDF export

Note ready in under 2 minutes

From transcript to first draft

Integrates with

Microsoft Teams

Aircall

Dialpad

HubSpot

Clio

Slack

Notion

Microsoft Teams

Aircall

Dialpad

HubSpot

Clio

Slack

Notion

and moreDon't see your system?Request an integration

ROI Calculator

See exactly what it saves you.

Drag to match your team. Around 10 minutes saved a call at $60 an hour, with the write-up done for you.

Number of people5

1 person100 people

Calls per person per day5

1 call100 calls

Hours saved / month

92h

550 calls × 10 min

Value saved / month

$5,500

at $60/hr value of your time

Net gain / month

$5,005

after $495/mo for CallNote

That's

$60,060 back per year

for 5 people on 5 calls a day

An estimate, not a guarantee. Based on roughly 10 minutes saved a call and a $60 an hour value of your time.

Try it now. No account needed.

Mortgage broking. A fictional transcript and its prewritten example note. Start a trial to generate a note from your own input.

Call Transcript

Broker: Jamie, what would you like to cover today?

Jamie: We want to buy our first home in the next few months. We have saved a 5% deposit and want repayments below $2,500 a month.

Broker: I need to check your income, expenses and existing debts before assessing borrowing capacity. I will send a document checklist today.

Jamie: I will send our payslips and deposit statement by Friday.

Broker: Once I have those, we can arrange another call. We have not chosen a lender or loan today.

Call note

Your note will appear here

Select Show example note to compare it with the transcript

Free sample

See what a finished file note looks like.

Pick your line of work and we'll send a sample note written from a mocked call. No account, no card, and nothing from your own client files.

One sample note, plus the occasional CallNote update. Unsubscribe any time by replying. We never ask for your call recordings or client files.

How it works

Call to filed note, three steps.

Start with a transcript or a post-meeting recap. Review the draft in your own format, then file it where your team works.

Receives the transcript

Use a supported connection to receive transcripts, or paste or upload one yourself. Connection permissions and platform requirements apply.

Received · Aircall call ended

Jamie Smith · 24:18

Dialpad

Teams

AircallPhone

AI writes it from your prompt

CallNote reads the transcript and writes the note using your saved prompt template - in your voice, your structure, every time.

Writing with your custom prompt

Reading the transcript

Review and file

Check the draft against the source and fix anything that needs it. Copy it, export a PDF or publish it to a supported CRM. Later corrections stay in the history.

Call just endedJamie Smith · NCCP draft · 24:18

Ready

Note complete

Consent captured

Audit sealed

Your prompt, your structure

Build the note only you would write.

Supply an example of a note your team already uses. Confirm the headings and shorthand, preview the format and make it your default.

Build your own

Start from an example or write your own instructions. Preview your format before saving.

Loan Suitability - house styleActive prompt

You are a compliance file-note writer for an Australian mortgage broker.

Read the call transcript and produce a structured NCCP note. Use these sections:
  1. Client details         - names, ages, employment
  2. Purpose of the meeting - one or two sentences
  3. Objectives discussed   - bullets, in the client's words
  4. NCCP suitability       - explicit statement with reasoning
  5. Risks and mitigants    - rate, income, hardship
  6. Action items           - assigned to broker, with due date

Plain professional English. Quote the client verbatim where possible.
If a section is not supported by the transcript, write "Not discussed" - never invent.

Tightens phrasing without inventing detail.

Sections you choose

Drag to reorder, rename, or hide.

Tone & required fields

Force the AI to capture what compliance needs.

Variables & policy refs

Drop in {{client_name}}, RG references, house rules.

Quick-pick templatesStart from one of ours, then make it yours.

Loan Suitability

Home, investment & refinance loans

Initial Discovery

First fact-find conversation

Refinance Review

Existing facility & rationale

Progress Update

Outstanding actions & next steps

Business & Commercial

Self-employed & company lending

Post-Settlement

Settlement confirmation & review

Built for your profession

The note your file actually needs

A solicitor’s attendance note and an adviser’s file note are different documents with different obligations behind them. CallNote is set up for both, and we publish the guides to go with them.

For law firms

Attendance notes, written from the call

Privilege, the conduct rules, costs disclosure, and notes that hold up as evidence. Plus guides by practice area.

13 guidesFree note generatorCompliance checklist

Explore law firms

For financial advisers

File notes that satisfy best interests duty

Safe harbour steps, the appropriate advice duty, conflicts priority, and what a file note has to record.

8 guidesBest interests checklistFile note templates

Explore financial advisers

Compliance & audit

A record that holds up.

Review your notes with the source alongside them. Keep a history of changes and export the records your team needs.

Immutable audit log

Note generation, review and later changes leave a timestamped history. A checksum helps detect changes; professional review remains your responsibility.

State-specific consent scripts

Recording consent scripts for NSW, VIC, QLD, WA, SA, TAS, ACT and NT. Track which clients gave verbal consent on which call.

Australian data residency

Hosted in AWS Sydney. Encrypted in transit and at rest. Your data is never used to train AI models.

Export-ready audit packs

Generate a complete audit pack for any teammate, client, or note in one click - ready for your aggregator or compliance partner.

callnote.com.au/audit-log

Audit Log

All events

Immutable - entries cannot be edited or deleted.

Time (AEST)	Event	Client	Outcome
19 May, 2:41:07 pm	Transcript received	James Carter	Success
19 May, 2:41:18 pm	AI note generated	James Carter	Success
19 May, 2:42:03 pm	Section edited	James Carter	Success
19 May, 2:43:22 pm	Note reviewed	James Carter	Success
19 May, 2:43:45 pm	PDF exported	James Carter	Success
19 May, 3:02:11 pm	Admin viewed note	James Carter	Success

Verified & sealedSeal: b1e9d3f4a6c8e7b5…

Team mode

Visibility for owners. Focus for the team.

Switch into Team mode to see team activity, missing consents, draft backlog and compliance scores across the business - without slowing anyone down.

One house format, every note

Set one prompt for the whole team and every note comes out in the same structure. Open any file and read it in seconds, no deciphering five writing styles.

Flagged notes & risk view

High-risk drafts and missing consent calls surface to admins automatically. No more spreadsheet chasing.

Role-based permissions

Each person sees their own clients. Owners see the whole business. Aggregator partners get scoped audit access.

Daily team digest

One email each morning with consent gaps, overdue drafts, and a 30-day compliance trend - ready for your weekly review.

callnote.com.au/team

Pricing

Simple pricing for call notes.

Choose the plan that fits the way you work. Cancel anytime.

Best for individuals

Solo

For one person working solo.

$127/moAUDbilled yearly

Max 1 seat

All note types + custom templates

Notes library & search

PDF export

CRM contact sync

Transcript sync from your call system

Start free trial

14-day free trial. No credit card required.

Best for teams

Team

Built for growing teams.

$84/seat/moAUDbilled yearly

Everything in Solo

Per-seat pricing

Admin dashboard

Team visibility & permissions

Audit log export

Priority support

Start free trial

14-day free trial. No credit card required.

Compare plans	Solo	Team
Seats	1	Per seat
All note types
Custom note templates
Notes library & search
PDF export
CRM contact sync
Transcript sync from your call system
Admin dashboard	-
Team visibility & permissions	-
Audit log export	-
Priority support	-

Built and hosted in Australia.

CallNote is built for the way Australian businesses work, with security and compliance at the core.

Your data is Encrypted in transit and at rest
Hosted in Australia (AWS Sydney)
No training on your data
You own your data, always
Export your data anytime

Proudly Australian

Built and supported in Australia, for Australian businesses.

Guides

Popular guides

All guides →

Law firmsLegal file note requirements in Australia: what the rules actually sayRead the guide →Any businessIs it legal to record a phone call in Australia? A state-by-state guideRead the guide →Mortgage brokersNCCP record keeping requirements: what to keep and for how longRead the guide →Financial advisersThe s961B safe harbour steps, explained (with what to document)Read the guide →

You talk. CallNote writes.

You don't write the note. CallNote does it for you.

From transcript to a draft in your own format. Check the result, then copy it, export a PDF or publish it to a supported CRM.

Start free trial View pricing